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Otis Worldwide

Name Holding Trade Value Shares
Change
Change in
Stake
HL
676
HeadInvest LLC
Maine
$404K -$94.6K -993 -20%
KA
677
Kintegral Advisory
New York
$399K -$4.76K -50 -1%
GFS
678
GYL Financial Synergies
Connecticut
$396K -$1.24K -13 -0.3%
HSA
679
HBK Sorce Advisory
Pennsylvania
$395K -$25.5K -268 -7%
RSWA
680
Robinson Smith Wealth Advisors
Maine
$392K
FWTB
681
First Western Trust Bank
Colorado
$392K -$476 -5 -0.1%
CI
682
CX Institutional
Indiana
$390K +$4.48K +47 +1%
RIL
683
Rothschild Investment LLC
Illinois
$388K -$11.4K -120 -3%
FM
684
Foster & Motley
Ohio
$388K +$2.76K +29 +0.8%
GI
685
GAMCO Investors
Connecticut
$387K
BF
686
BOK Financial
Oklahoma
$384K -$45.7K -480 -12%
CIA
687
Concurrent Investment Advisors
Florida
$384K +$7.91K +83 +2%
QEI
688
QSV Equity Investors
Illinois
$384K
FI
689
Fractal Investments
Connecticut
$384K -$544K -5,710 -61%
GRP
690
Global Retirement Partners
California
$383K -$36.1K -379 -9%
EC
691
EntryPoint Capital
New York
$380K +$119K +1,247 +52%
AWM
692
Aberdeen Wealth Management
Illinois
$377K -$9.53K -100 -3%
Capstone Investment Advisors
693
Capstone Investment Advisors
New York
$375K +$344K +3,612 New
HH
694
Hilltop Holdings
Texas
$374K +$62.2K +653 +22%
BIA
695
Bell Investment Advisors
California
$373K
GWM
696
GSB Wealth Management
Connecticut
$372K +$381 +4 +0.1%
FFA
697
Fortune Financial Advisors
Kansas
$371K +$191 +2 +0.1%
ONB
698
Old National Bancorp
Indiana
$371K -$4K -42 -1%
RI
699
Ridgewood Investments
New Jersey
$371K +$316K +3,313 +1,309%
OAM
700
Ostrum Asset Management
France
$371K +$4.19K +44 +1%